Shakespeare Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
18,121
-42
| -0.2% | -$732 | 0.08% | 76 |
|
|
2025
Q1 | $290K | Hold |
18,163
| – | – | 0.08% | 80 |
|
|
2024
Q4 | $311K | Hold |
18,163
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $304K | Buy |
18,163
+42
| +0.2% | +$703 | 0.08% | 78 |
|
|
2024
Q2 | $257K | Hold |
18,121
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $286K | Sell |
18,121
-1,270
| -7% | -$20.1K | 0.08% | 72 |
|
|
2023
Q4 | $279K | Hold |
19,391
| – | – | 0.09% | 71 |
|
|
2023
Q3 | $209K | Hold |
19,391
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $179K | Hold |
19,391
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $243K | Hold |
19,391
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $338K | Hold |
19,391
| – | – | 0.12% | 59 |
|
|
2022
Q3 | $311K | Sell |
19,391
-13
| -0.1% | -$208 | 0.13% | 58 |
|
|
2022
Q2 | $339K | Hold |
19,404
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $419K | Buy |
19,404
+13
| +0.1% | +$281 | 0.15% | 50 |
|
|
2021
Q4 | $449K | Hold |
19,391
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $433K | Hold |
19,391
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $394K | Hold |
19,391
| – | – | 0.15% | 52 |
|
|
2021
Q1 | $387K | Hold |
19,391
| – | – | 0.16% | 50 |
|
|
2020
Q4 | $318K | Hold |
19,391
| – | – | 0.14% | 53 |
|
|
2020
Q3 | $231K | Hold |
19,391
| – | – | 0.12% | 62 |
|
|
2020
Q2 | $236K | Hold |
19,391
| – | – | 0.14% | 56 |
|
|
2020
Q1 | $201K | Hold |
19,391
| – | – | 0.14% | 55 |
|
|
2019
Q4 | $392K | Hold |
19,391
| – | – | 0.21% | 52 |
|
|
2019
Q3 | $346K | Hold |
19,391
| – | – | 0.2% | 55 |
|
|
2019
Q2 | $344K | Buy |
+19,391
| New | +$344K | 0.22% | 54 |
|